Assistant Portfolio Manager: Path to Portfolio Manager

Brooks Macdonald Group; Greater London; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

Brooks Macdonald Group is a leading UK wealth manager seeking an Assistant Portfolio Manager to support Portfolio Managers in constructing and overseeing client portfolios. You will work across investment management, operations and other teams to ensure mandates align with the Centralised Investment Proposition and risk frameworks.

The role offers a development pathway toward Portfolio Manager, with increasing responsibility for portfolio construction, client outcomes, and research as knowledge

Qualifications

• Level 4 investment qualification or progress toward one.
• Experience in investment management or wealth management.
• Knowledge of asset allocation and portfolio construction.
• Understanding of private-client investment propositions and suitability.
• Awareness of regulatory framework for investment management.
• Strong analytical and numerical abilities.
• Collaborative approach with ownership mindset.
• Experience with portfolio monitoring, risk analysis or research.
• Experience with a Centralised Investment Proposition.

Responsibilities

• Help ensure portfolios remain aligned with client mandates, suitability requirements and agreed investment objectives.
• Monitor portfolios against the Centralised Investment Proposition, strategic and tactical asset-allocation guidance, BITA limits and agreed tolerances.
• Support the implementation of asset-allocation and security changes across client portfolios.
• Undertake portfolio analysis, including performance, risk, attribution and portfolio-composition analysis.
• Contribute to investment and sector research, manager monitoring and the preparation of recommendations.
• Uphold the highest standards of Treating Customers Fairly (TCF) and COBS.
• Proactively identify, elevate and manage risks.
• Maintain appropriate CPD and regulatory competence.
• Perform role always ensuring adherence to the expected behaviours stated in the FCA Conduct Rules.

Skills

Attention to detail

Prioritisation

Analytical skills

Collaborative

Portfolio monitoring

Risk analysis

Investment research

Regulatory awareness

Client-focused

Education

Level 4 investment qualification

Progress towards investment qualification

Job description

Brooks Macdonald Group is a leading UK wealth manager seeking an Assistant Portfolio Manager to support Portfolio Managers in constructing and overseeing client portfolios. You will work across investment management, operations and other teams to ensure mandates align with the Centralised Investment Proposition and risk frameworks.

The role offers a development pathway toward Portfolio Manager, with increasing responsibility for portfolio construction, client outcomes, and research as knowledge